Filed December 2, 2025 (most recent of 4 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,531 | $46,877-9.3% | $122,354-65.2% | $70,126-39.4% |
| Participation rate | 88.6% | 58.2%+30.4pp | 71.6%+17.0pp | 69.5%+19.1pp |
| Annual return | 15.31% | 24.22%-8.9pp | 30.28%-15.0pp | 73.15%-57.8pp |
| Employer contribution / active EE | $2,076 | $1,288+61.2% | $4,051-48.7% | $2,343-11.4% |
| Participant deferral / active EE | $3,701 | $2,167+70.8% | $3,287+12.6% | $3,332+11.1% |
| Admin fee / account holder | $755 | $3,324-77.3% | $5,479-86.2% | $4,645-83.8% |